Dani was born and raised in Boca Raton, FL before becoming a native of St. Augustine, FL. After several years of successfully managing client relations across various organizations, she joined Center Street Capital Advisors as the Director of Transitions! Combining her experience and expertise to reach a new professional milestone, Dani has discovered her true passion: helping Financial Advisors and their teams take that pivotal leap into the next chapter of their professional and personal lives.
Dani is deeply committed to making the migration process as smooth and efficient as possible. She excels at keeping things organized and ensures the there is a dedicated professional at the helm. While focused on the execution, Dani also places great emphasis on making the newly on-boarded teams feel comfortable and confident in their decision. Open communication and personalized support are at the heart of her approach, and she works tirelessly to ensure each advisor feels supported both professionally and personally throughout the entire journey.
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